Recent Articles

Domestic and Indian gold rally points to a strong second half

Posted on July 20, 2014

Data points going back 35 years confirm the probability of gold gaining strength in the second half

2014 commodities halftime report

Posted on July 14, 2014

What a difference six months can make.

Gold investors: Let this cycle be your guide

Posted on June 22, 2014

History indicates good times are ahead.

From Constantinople to Istanbul, Turkey has never been better

Posted on June 2, 2014

Every time he travels to Turkey, portfolio manager of our Emerging Europe Fund (EUROX), Tim Steinle, says the country continues to develop.

It’s morning in India: Narendra Modi’s pro-business policies point to strong sectors growth

Posted on June 1, 2014

Sworn in on Tuesday, Modi’s pro-business, small-government policies have already prompted many citizens of the world to liken him to such transformative leaders as Reagan and Margaret Thatcher.

Why energy is catching the market’s eye

Posted on April 21, 2014

Value stocks rarely outpace the market as much as growth stocks do.

What’s abuzz about gold?

Posted on April 8, 2014

The mission of the Asia Mining Club is to promote education among its members, and one way to achieve this is by hearing from experts in the financial markets, notably those focused on resources and commodities.

Four areas revved up for a resource boom

Posted on April 6, 2014

A diversified selection of commodity stocks is key.

What’s the game changer for gold?

Posted on February 12, 2014

At the beginning of Bernanke’s reign, the Fed’s assets were $834.6 billion. Now, the balance sheet has grown to $4.1 trillion, a previously inconceivable size.

Why the recent lift in junior miners will likely continue

Posted on January 28, 2014

Junior venture companies in Canada are finally seeing a significant lift.

Gold stocks: What to expect in the new year

Posted on January 7, 2014

After three years of pain, can gold stocks break their losing streak and see a gain in 2014? History says chances are good.

One of the most notable stories of the year: Energy Renaissance in the USA

Posted on December 18, 2013

Only a few years ago, we were contemplating the supply constraints facing the petroleum industry … now, with the disruptive technology in shale oil and gas, we may be looking forward to decades of drilling.

From the Taj Mahal to Westminster Abbey: Notes from a global investor

Posted on December 2, 2013

What I am thankful for.

Understanding the rise of China

Posted on November 26, 2013

If the sweeping economic reforms planned by Chinese leaders during the Third Plenum can be our guide, it looks to be a promising decade for global investors.

Follow the leaders: gold opinions from New Orleans

Posted on November 22, 2013

I like to put the negativity on gold into perspective.

Dressed to the nines with gold

Posted on November 19, 2013

While paper gold is getting the cold shoulder in the West, the Love Trade buyers in the East are wrapping their arms around all the physical gold they can get their hands on.

In 20 years what country will produce the most gold?

Posted on November 15, 2013

South Africa has pulled itself down to fifth place.

Big ideas on gold and resources in the big easy

Posted on November 12, 2013

One contrarian idea these days is investing in resources. This is an unloved and underowned area of the market, but there is a case to be made for owning commodities.

Don’t miss the opportunities in resources

Posted on November 5, 2013

While investors have been focusing on the strengthening U.S. market, we’ve also kept our eyes on other improving indicators happening in resources, Europe, and emerging markets.

Why growth is deep in the heart of Texas

Posted on October 29, 2013

Texas is quickly becoming the nation’s poster child of how companies, communities, and individuals flourish when allowed to operate under a more business-friendly atmosphere.

Trying to stop a bull market has risks

Posted on October 23, 2013

The S&P 500 Index has climbed a surprising 20 percent so far this year, as a global synchronized recovery takes shape and funds flow back to equities.

Being contrarian could lead to lucrative energy plays

Posted on October 16, 2013

Sometimes the most attractive energy assets aren’t found in the ground. Rather, at times like today, they are listed on the stock exchange.

The fire fueling gold

Posted on October 14, 2013

Our model tells us that the tipping point for gold is when real interest rates go above the 2-percent mark.

Fifty shades of gold

Posted on September 25, 2013

An additional “shade” investors need to be aware of is how the Fed interprets the recovery of the U.S. economy.

Why it's hard to ignore Russia

Posted on September 19, 2013

While Russia is a tough market to love and even easier to hate, the country is hard to ignore, says Tim Steinle, portfolio manager of the Emerging Europe Fund (EUROX).

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